OFS Credit Co
OCCI
26 hedge funds and large institutions have $5.17M invested in OFS Credit Co in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 5 increasing their positions, 9 reducing their positions, and 10 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.52% less ownership
Funds ownership: 9.84% → 8.33% (-1.5%)
10% less funds holding
Funds holding: 29 → 26 (-3)
20% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 10
26% less capital invested
Capital invested by funds: $7.03M → $5.17M (-$1.86M)
44% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VIA
Virtus Investment Advisers
Hartford,
Connecticut
|
+$397K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$77.8K |
| 3 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
+$72.1K |
| 4 |
VF
Virtu Financial
New York
|
+$63K |
| 5 |
OCM
One Capital Management
Westlake Village,
California
|
+$62.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$506K |
| 2 |
NW
Naviter Wealth
Little Rock,
Arkansas
|
-$128K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$77.3K |
| 4 |
Jane Street
New York
|
-$71.7K |
| 5 |
Fisher Asset Management
Camas,
Washington
|
-$68.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Wells Fargo
San Francisco,
California
| $5 | – | – | – |
|
|
NW
27
Naviter Wealth
Little Rock,
Arkansas
| – | -$128K | -20,591 | Closed |
|
|
28
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$77.3K | -12,402 | Closed |
|
|
29
Fisher Asset Management
Camas,
Washington
| – | -$68.5K | -11,000 | Closed |
|
|
MWM
30
Melfa Wealth Management
Westborough,
Massachusetts
| – | -$64.1K | -10,286 | Closed |
|
31
Raymond James Financial
St Petersburg,
Florida
| – | -$26.2K | -4,200 | Closed |
|
|
GWM
32
Geneos Wealth Management
Englewood,
Colorado
| – | -$6.92K | -1,110 | Closed |
|
33
BlackRock
New York
| – | -$6.23K | -1,000 | Closed |
|
|
PS
34
Principal Securities
Des Moines,
Iowa
| – | -$579 | -93 | Closed |
|
|
SWIG
35
Strategic Wealth Investment Group
Louisville,
Kentucky
| – | -$343 | -55 | Closed |
|
|
DB
36
Danske Bank
Copenhagen K,
Denmark
| – | -$6 | -1 | Closed |
|
OCCI Hedge Fund Activity: Q3 2025 in Review
26 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in OFS Credit Co (OCCI) for Q3 2025, worth a combined $5.17M — down 26% from $7.03M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of OCCI and 8 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 5 added.
The largest buyer was Virtus Investment Advisers, adding an estimated $397K. The largest seller was Morgan Stanley, cutting an estimated $506K.
- 26 institutional investors held OFS Credit Co (OCCI) as of Q3 2025, down from 29 in Q2 2025.
- Funds reported $5.17M of OFS Credit Co stock for Q3 2025, down 26% quarter-over-quarter.
- 8 funds opened new OFS Credit Co positions in Q3 2025 and 10 closed out, a net change of -2 holders.
- The largest OFS Credit Co buyer in Q3 2025 was Virtus Investment Advisers, an estimated $397K added.
- The largest OFS Credit Co seller in Q3 2025 was Morgan Stanley, an estimated $506K sold.
Based on aggregated 13F filings for Q3 2025.